Varonis Systems, Inc. - Common Stock (VRNS)

Varonis' latest quarterly report suggests that the company's growth story is being disrupted.

Varonis shares are falling Wednesday after the company reported third-quarter revenue below estimates and issued soft guidance.

Shares of data security company Varonis Systems (NASDAQ:VRNS) fell 45.5% in the afternoon session after the company posted disappointing third-quarter results and cut its full-year guidance. For the third quarter, Varonis reported revenue of $161.6 million, falling short of Wall Street's expectations. While its adjusted earnings per share of $0.06 slightly beat forecasts, this was overshadowed by weakness elsewhere. The company's outlook particularly concerned investors, as its fourth-quarter revenue guidance of $168 million came in below analysts' projections. Compounding the issue, Varonis slashed its full-year adjusted earnings per share guidance by 26.5%. The combination of a current revenue miss and a weaker-than-expected forecast for future revenue and profit prompted the sharp sell-off.

Stay up-to-date with the latest market trends in the middle of the day on Wednesday. Explore the top gainers and losers during today's session in our detailed report.

The market is buzzing with gapping stocks on Wednesday. Let's uncover which stocks are experiencing notable gaps during today's session.

Data security company Varonis Systems (NASDAQ:VRNS) fell short of the markets revenue expectations in Q3 CY2025, but sales rose 9.1% year on year to $161.6 million. Next quarter’s revenue guidance of $168 million underwhelmed, coming in 1.2% below analysts’ estimates. Its non-GAAP profit of $0.06 per share was in line with analysts’ consensus estimates.

Varonis (VRNS) Q3 2025 Earnings Call Transcript

Jefferies and Barclays slashed the company’s price target, citing the reduction in full-year guidance of annual recurring revenue.

Before the opening bell on Wednesday, let's take a glimpse of the US markets and explore the top gainers and losers in today's pre-market session.

As the regular session of the US market on Tuesday comes to an end, let's delve into the after-hours session and discover the top gainers and losers shaping the post-market sentiment.

Data security company Varonis Systems (NASDAQ:VRNS) fell short of the market’s revenue expectations in Q3 CY2025, but sales rose 9.1% year on year to $161.6 million. Next quarter’s revenue guidance of $168 million underwhelmed, coming in 1.2% below analysts’ estimates. Its non-GAAP profit of $0.06 per share was in line with analysts’ consensus estimates.

Data security company Varonis Systems (NASDAQ:VRNS) will be reporting earnings this Tuesday after market close. Here’s what to expect.

VRNS stock shows strong technical momentum and a high-quality consolidation pattern, signaling a potential breakout opportunity for traders.

The stocks featured in this article have all approached their 52-week highs. When these price levels hit, it typically signals strong business execution, positive market sentiment, or significant industry tailwinds.